Prio Wealth Limited Partnership’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $454K | Hold |
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $435K | Hold |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $461K | Hold |
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $490K | Buy |
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